AUMdb

R. P. Weddell & Sons Co. Retirement Savings Plan

Sponsored by R. P. Weddell & Sons Co. · EIN 880240013 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
137
With balances
308

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Beneco Systems, Llc Participant communication, Participant loan processing, Consulting (pension) $83,433